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Save Lookup as a Favourite or Quick Access?

Copper Contributor
Posts: 318
Country: Canada

Save Lookup as a Favourite or Quick Access?

I tried searching the forums but couldn't find anything related to this.  I have a variety of groups I've setup but for easy access, I was hoping I could save the group or lookup on the toolbar or as a link in the Contacts sidebar so I can quickly execute the lookup instead of having to click on Groups first and then selecting the pre-defined Group.

 

Is there a way to accomplish this?  

 

Thanks

Administrator
Posts: 4,024
Country: United_Kingdom

Re: Save Lookup as a Favourite or Quick Access?

[ Edited ]

Hi Jag,

 

Yes you can!

Create and save an Advanced Query for your lookup, then you can create a Custom Command to open this query in one click from a toolbar or menu.

Here's an article that details the process of creating a custom command. http://kb.swiftpage.com/app/answers/detail/a_id/14284

On step 3 of the second section, select the .QRY file you saved.